Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) during Q3 2021. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US LARGE-C.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 25, 2021 Q3 2021
Wealth Cmt

SELL
 -
-5.03K
Closed
$259K - $276K
0 $0
Oct 18, 2021 Q3 2021
Colton Groome Financial Advisors, LLC

SELL
 -
-5.08K
- 64.21%
$262K - $279K
2.83K $66.3K
Nov 15, 2021 Q3 2021
Premier Asset Management LLC

Chicago, IL
SELL
 -
-5.5K
- 57.02%
$283K - $302K
4.15K $97K
Oct 13, 2021 Q3 2021
Buffington Mohr Mc Neal

SELL
 -
-5.63K
- 1.64%
$290K - $309K
338K $7.91M
Oct 25, 2021 Q3 2021
Single Point Partners, LLC

SELL
 -
-6.27K
Closed
$323K - $344K
0 $0
Oct 19, 2021 Q3 2021
Planning Alternatives LTD

SELL
 -
-6.56K
- 5.11%
$338K - $360K
122K $2.85M
Nov 16, 2021 Q3 2021
Phocas Financial Corp.

Alameda, CA
SELL
 -
-6.6K
- 7.27%
$340K - $362K
84.1K $1.97M
Nov 12, 2021 Q3 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-6.71K
Closed
$346K - $368K
0 $0
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-7.15K
- 22.14%
$368K - $393K
25.1K $588K
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-7.25K
- 60.68%
$374K - $398K
4.7K $110K
Nov 03, 2021 Q3 2021
Capital Wealth Planning, LLC

SELL
 -
-7.7K
Closed
$397K - $423K
0 $0
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-7.73K
- 3.01%
$398K - $424K
249K $5.82M
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-7.98K
- 3.82%
$411K - $438K
201K $4.7M
Oct 09, 2024 Q3 2021
Martel Wealth Advisors Inc

Vancouver, WA
SELL
 -
-8.12K
- 3.76%
$418K - $446K
208K $4.87M
Nov 02, 2021 Q3 2021
Financial Management Professionals, Inc.

SELL
 -
-8.35K
- 7.53%
$430K - $459K
103K $2.4M
Nov 08, 2021 Q3 2021
Sage Financial Group Inc

SELL
 -
-8.51K
- 0.22%
$438K - $468K
3.85M $90M
Oct 08, 2021 Q3 2021
Foster Victor Wealth Advisors, LLC

SELL
 -
-8.78K
- 1.63%
$452K - $482K
531K $12.4M
Oct 26, 2021 Q3 2021
Orgel Wealth Management, LLC

SELL
 -
-8.79K
- 2.62%
$453K - $483K
327K $7.66M
Nov 15, 2021 Q3 2021
Geller Advisors LLC

New York, NY
SELL
 -
-8.83K
Closed
$455K - $485K
0 $0
Nov 04, 2021 Q3 2021
Sawgrass Asset Management LLC

SELL
 -
-8.84K
- 14.95%
$455K - $486K
50.3K $1.18M
Nov 04, 2021 Q3 2021
Diversified, LLC

SELL
 -
-8.85K
Closed
$456K - $486K
0 $0
Nov 03, 2021 Q3 2021
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-8.87K
- 2.95%
$457K - $487K
292K $6.83M
Nov 12, 2021 Q3 2021
Old Mission Capital LLC

SELL
 -
-9.3K
Closed
$479K - $511K
0 $0
Oct 13, 2021 Q3 2021
Omega Financial Group, LLC

SELL
 -
-9.37K
- 14.79%
$483K - $515K
54K $1.26M
Oct 14, 2021 Q3 2021
Rhs Financial, LLC

SELL
 -
-9.48K
- 44.6%
$489K - $521K
11.8K $276K
Nov 15, 2021 Q3 2021
Cornerstone Wealth Advisors, Inc.

SELL
 -
-9.62K
- 11.16%
$496K - $529K
76.6K $1.79M
Oct 14, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-9.83K
Closed
$507K - $540K
0 $0
Nov 15, 2021 Q3 2021
Claybrook Capital, LLC

SELL
 -
-10K
Closed
$515K - $549K
0 $0
Oct 21, 2021 Q3 2021
Cabot Wealth Management Inc

SELL
 -
-10.1K
- 8.12%
$521K - $556K
115K $2.68M
Nov 17, 2021 Q3 2021
Colony Group LLC

Boston, MA
SELL
 -
-11K
- 4.09%
$565K - $603K
257K $6.02M
Oct 22, 2021 Q3 2021
Allen Capital Group, LLC

SELL
 -
-11.1K
- 8.01%
$572K - $610K
127K $2.98M
Oct 22, 2021 Q3 2021
Columbus Macro, LLC

SELL
 -
-12.5K
- 25.97%
$642K - $685K
35.5K $831K
Nov 12, 2021 Q3 2021
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-12.5K
- 1.21%
$646K - $689K
1.03M $24M
Oct 28, 2021 Q3 2021
Manchester Financial Inc

SELL
 -
-12.5K
- 5.54%
$646K - $689K
214K $5M
Nov 05, 2021 Q3 2021
Truist Financial Corp

SELL
 -
-12.5K
- 2.6%
$646K - $689K
470K $11M
Nov 15, 2021 Q3 2021
Israel Englander Millennium Management LLC | New York, Ny
SELL
 -
-13.4K
Closed
$691K - $737K
0 $0
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-13.7K
- 1.63%
$708K - $755K
829K $19.4M
Nov 05, 2021 Q3 2021
Valley Forge Investment Consultants Inc Adv

SELL
 -
-13.9K
- 9.24%
$714K - $761K
136K $3.18M
Oct 22, 2021 Q3 2021
D.B. Root & Company, LLC

SELL
 -
-14.2K
- 7.62%
$730K - $778K
172K $4.02M
Nov 05, 2021 Q3 2021
Courage Miller Partners, LLC

SELL
 -
-14.4K
- 3.77%
$740K - $789K
366K $8.57M
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-14.6K
- 65.16%
$753K - $803K
7.82K $183K
Oct 21, 2021 Q3 2021
Cooper/Haims Advisors, LLC

SELL
 -
-15.8K
- 10.83%
$812K - $865K
130K $3.04M
Nov 03, 2021 Q3 2021
Clearwater Capital Advisors, LLC

SELL
 -
-16K
- 6.93%
$824K - $879K
215K $5.03M
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-17.1K
- 15.58%
$881K - $939K
92.6K $2.17M
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-19.6K
- 11.99%
$1.01M - $1.08M
144K $3.37M
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-19.7K
- 74.73%
$1.02M - $1.08M
6.67K $156K
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-22.2K
- 3.78%
$1.15M - $1.22M
566K $13.3M
Nov 15, 2021 Q3 2021
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-22.4K
- 44.65%
$1.15M - $1.23M
27.8K $650K
Nov 15, 2021 Q3 2021
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-24K
- 4.63%
$1.24M - $1.32M
495K $11.6M

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